MGIA
SABA

Moneta Group Investment Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Moneta Group Investment Advisors’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,213
Closed -$39K – 342
2018
Q2 		$39K Buy
+3,213
New +$40.6K ﹤0.01% 321

Other funds holding SABA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's SABA Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q3 2018, closing a stake of 3,213 shares — an estimated $39K sold.

Moneta Group Investment Advisors first reported a position in SABA in Q2 2018 and held it in 1 quarter. The position peaked at $39K in Q2 2018. 136 funds tracked by Wall St. Rank hold SABA as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,213 Saba Capital Income & Opportunities Fund II shares in Q3 2018, an estimated $39K.
  • Moneta Group Investment Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Saba Capital Income & Opportunities Fund II position peaked at $39K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.